Capita Wealth Advice -

Web:

Phone:

Mobile: 0448686373

Fax:

Street Address: Unit 8, 79 Barton St Kurri Kurri NSW 2327

Capita Wealth Advice

Capita Wealth Advice is a wealth management and personal and business financial advice firm owned by Paul Atkin, a highly qualified advisor with over 15 years in practice.

 

Paul can give advice on

  • Investments, including Sharemarket, Investment Bonds, Deposit Products.
  • Superannuation, including Company, Personal and SMSF.
  • Retirement income streams, including Account Based Pensions and Centrelink effective funds.
  • Retirement Planning, including Aged Care and Estate Planning.
  • Income Protection, Life Insurance, Trauma and Disability insurance.

 

Seminars and workshops can be provided to business and community groups by arrangement.

 

Home and work appointments can be held as required.

 

Paul Atkin MFinPlan DFP Dip AII  is an Authorised Representative No. 383887 and Capita Wealth Advice Pty Ltd is a Corporate Authorised Representative No. 1293570 for InterPrac Financial Planning Pty Ltd (AFSL 246638)